Tag Archives: 5500-ez

Upgrading my brokerage Solo 401k to a Self-directed Solo 401k – Do I need to file two Form 5500 EZs?

Upgrading my brokerage Solo 401k to a Self-directed Solo 401k – Do I need to file two Form 5500 EZs?

When is the deadline for filing Form 5500 EZ for my Solo 401k?

When is the deadline for filing Form 5500 EZ for my Solo 401k?

Consequences of Having Multiple Solo 401k Plans for Your Self-Employed Business

While having multiple solo 401k plans for your owner-only self-employed business including those where you have a controlling ownership is technically not disallowed, it is not only unconventional but a good way to invite an unnecessary IRS plan audit. Reasons why having multiple solo 401k plan increases the likelihood of an IRS plan audit: Reason […]

Self-Employed Solo 401k FAQ – Does changing my solo 401k to another provider require a Form 5500-EZ?

Self-Employed Solo 401k FAQ – Does changing my solo 401k to another provider require a Form 5500-EZ?

Solo 401k Value Under $250,000 as of 12/31 but Over $250,000 During the Year

BACKGROUND: Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan applies to one-participant or “owner-only”  plans if the plan has assets of $250,000 or more at the end of the plan year.  Plans subject to the Form 5500-ez filing requirement include solo 401k plans and defined benefit plans. QUESTION: Please let me […]

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